Create and send postcards for new Credit Repair Cloud leads with thanks.io
Streamline your lead follow-up process with this automation workflow. Whenever a new lead is added in Credit Repair Cloud, a personalized postcard will be sent to them via thanks.io. Save time and enhance your relationship with potential clients by ensuring they receive a prompt and thoughtful message.
Streamline your lead follow-up process with this automation workflow. Whenever a new lead is added in Credit Repair Cloud, a personalized postcard will be sent to them via thanks.io. Save time and enhance your relationship with potential clients by ensuring they receive a prompt and thoughtful message.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address